Boston, Massachusetts, United States · Hybrid
$134k–$185k/yr
Natixis Investment Managers is seeking a seasoned Tax and Wealth Planning Strategist to serve as a subject matter expert for the Natixis Sales team to offer additional value to advisor and client engagements. This highly…
Skills: Tax planning, Wealth transfer, Asset transitions, Liquidity events, Investment solutions
Atlanta, Georgia, United States · Hybrid
$77k–$129k/yr
Job Family: Business Systems Analysis Travel Required: Up to 10% Clearance Required: Ability to Obtain Public Trust What You Will Do: Guidehouse is seeking a Business Analyst to support Agile software development project…
Skills: Business analysis, Agile, Scrum, Requirements elicitation, User stories
San Francisco, California, United States · Hybrid
$200k–$290k/yr
Company Overview We are the better way to work in finance. As private equity’s value creation partner, we sit at the heart of PE—where sponsors and CFOs meet. Through financial consulting rooted in data, technology, and …
Skills: Agentic AI, Python, TypeScript, React, RAG
Chicago, Illinois, United States · Hybrid
$67k–$80k/yr
At MERGE, we are Built Different. We are a marketing and technology agency purpose-built for the intersection of health and wellness—where human impact matters most. By weaving storytelling through technology, we move be…
Skills: Account Management, Marketing Strategy, HCP Marketing, Client Communications, Project Management
Boston, Massachusetts, United States · Hybrid
$120k–$145k/yr
Company Description Publicis Sapient is a digital transformation partner helping established organizations get to their future, digitally enabled state, both in the way they work and the way they serve their customers. W…
Skills: Public Relations, Project Management, Executive Positioning, Media Relations, Strategic Storytelling
Boston, Massachusetts, United States · Hybrid
$322k–$415k/yr
About Beeline Medicines: Beeline Medicines is a clinical‑stage biotechnology company focused on developing and delivering category-leading precision therapies to transform the lives of people living with autoimmune and i…
Skills: Clinical development, Medical monitoring, Regulatory affairs, Protocol design, Pharmacovigilance
San Francisco, California, United States · Hybrid
$110k–$200k/yr
Company Overview We are the better way to work in finance. As private equity’s value creation partner, we sit at the heart of PE—where sponsors and CFOs meet. Through financial consulting rooted in data, technology, and …
Skills: Python, TypeScript, React, LLM Application Development, RAG
Boston, Massachusetts, United States · On-site
$20/hr–$40/hr
#LI-DNI Responsibilities Essential Functions and Primary Duties Gain an understanding of various Outsourced Accounting Solutions (OAS) services and assist with multiple client work assignmentsEnsure that transactions are…
Skills: Accounting, Accounts payable, Payroll, Billing, Reconciliations
Boston, Massachusetts, United States · Remote OK
$95k–$120k/yr
Company Description Work with Us. Change the World. At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work he…
Skills: Transmission Design, Distribution Design, Substation Design, AutoCAD, MicroStation
Boston, Massachusetts, United States · On-site
$45/hr–$55/hr
Care Dimensions has a truly meaningful purpose – to provide compassionate care to our patients who are faced with an advanced or end-of-life illness. Since 1978, Care Dimensions has been a driving force in expanding acce…
Skills: Clinical liaison, Care coordination, Relationship management, Business development, Community outreach
Boston, Massachusetts, United States · On-site
We are a provider of specialized fund administration services for Managers and General Partners of private equity funds, specifically: Buy‐out, Venture Capital, Real Estate and Fund‐of‐ Funds. For new General Partners, w…
Skills: Accounting, Finance, Microsoft Office, Excel, Word
Chicago, Illinois, United States · Hybrid
Introduction At Gallagher Re, we bring clarity to complexity by helping clients around the world make confident, data-driven decisions in a rapidly evolving risk landscape. Here, you’ll be part of a team that lever…
Skills: Data analysis, Risk management, Advanced Excel, Statistical modeling, Written communication
Walnut Creek, California, United States · Hybrid
Introduction At Gallagher Re, we bring clarity to complexity by helping clients around the world make confident, data-driven decisions in a rapidly evolving risk landscape. Here, you’ll be part of a team that lever…
Skills: Data analysis, Risk management, Excel, Statistical modeling, Communication
Boston, Massachusetts, United States · Hybrid
Position Overview Putnam is seeking a talented and detail-oriented individual to support the execution of primary market research studies. The ideal candidate will provide direct support to consulting teams and will focu…
Skills: Market research, Data collection, Project management, Excel, PowerPoint
Palco, Inc.Huntsville, Alabama, United States · On-site
Senior Director of Client Success Palco is a visionary company pioneering an emerging health-care movement that empowers people with disabilities and those aging to live independent and quality lives. Made possible by ou…
Skills: Program management, Operational excellence, Strategic planning, Cross-departmental collaboration, Quality assurance
Boston, Massachusetts, United States · On-site
$160k–$185k/yr
Who are we? A strategic and trusted insurance partner, Berkshire Hathaway Specialty Insurance (BHSI), provides a broad range of commercial property, casualty and specialty insurance coverages and outstanding service to c…
Skills: Vendor Management, Strategic Sourcing, Technology Governance, Financial Analysis, Budgeting
Norwalk, Connecticut, United States · Hybrid
As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective Clinical Trial solutions for our clients as part of our Life Science Practice Group. This position…
Skills: Clinical trials liability, Insurance brokerage, Underwriting, Negotiation, Risk analysis
Phoenix, Arizona, United States · On-site
$151k–$202k/yr
At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar in…
Skills: Strategic partnerships, AI transformation, Stakeholder management, Vendor management, Cross-functional leadership
Boston, Massachusetts, United States · Hybrid
Company Description By working at Harvard University, you join a vibrant community that advances Harvard's world-changing mission in meaningful ways, inspires innovation and collaboration, and builds skills and expertise…
Skills: Writing, Research, Data analysis, Finance, Business management
Norwalk, Connecticut, United States · Hybrid
As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective Clinical Trial solutions for our clients as part of our Life Science Practice Group. This position…
Skills: Clinical trials liability, Insurance brokerage, Underwriting, Risk analysis, Negotiation
Boston, Massachusetts, United States • Hybrid
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The strategist will serve as a subject matter expert to provide tax and wealth planning insights for sales teams and high-net-worth clients. They will deliver executive-level presentations and advise on tax-aware investment products to support business growth and advisor relationships.
Candidates must hold a bachelor's degree and possess over 10 years of experience in investment or wealth management, including 5 years in a senior planning role. Professional designations such as CFP, JD, CPA, MBA, or MST are strongly preferred.
Natixis Investment Managers is seeking a seasoned Tax and Wealth Planning Strategist to serve as a subject matter expert for the Natixis Sales team to offer additional value to advisor and client engagements. This highly visible role will shape sophisticated planning conversations around tax strategy, wealth transfer, liquidity events, and investment solutions, translating complex technical concepts into actionable insights that strengthen advisor relationships, elevate client engagement, and support business growth. This is a hybrid position located in our Boston office.
What you will do:
What you will bring:
Who we are:
We put the best interests of our clients, employees, communities, and environment first in everything we do. We’re dedicated to fostering a culture of collaboration, diversity, and inclusion that supports employee growth. We believe this creates equal opportunities for our employees — and better outcomes for our clients and communities. We offer a robust benefits package designed to integrate life and work and to support our employees. Benefits include, but are not limited to; comprehensive medical, dental and vision insurance, paid time off, 401k plan, tuition reimbursement, student loan repayment program, wellness benefits and volunteer programs.
#NatixisIMCulture
In accordance with the Massachusetts Wage transparency act, the expected annual base salary for this Boston, MA, based position is $133,900 - $185,400. Actual annual base salaries may vary based on factors including but not limited to education, training, experience, and other job-related factors. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses and other Natixis sponsored benefit programs.
Natixis Investment Managers is an equal opportunity employer and does not discriminate in recruiting, hiring, training, promotion or other terms, conditions and privileges of employment on the basis of race, color, age, national origin, ancestry, religion, sex (including pregnancy), sexual orientation, gender identity, genetic information, military or veteran status, physical or mental disability, or any other status protected by law.
Natixis Investment Managers does not charge fees to participate in the interview process or for employment equipment and does not send employment offers through social media channels. We take security and privacy seriously. If you have been contacted by someone claiming to represent Natixis Investment Managers and are unsure about the legitimacy of the communication, please verify the contact details with Natixis Investment Managers directly.
Benefits eligibility is for permanent employees of Natixis Investment Managers. Interns, contractors and temporary workers are not eligible for benefits.
Natixis Investment Managers’ multi-affiliate approach connects clients to the independent thinking and focused expertise of more than 15 active managers. Ranked among the world’s largest asset managers*, Natixis Investment Managers delivers a diverse range of solutions across asset classes, styles, and vehicles, including innovative environmental, social, and governance (ESG) strategies and products dedicated to advancing sustainable finance. The firm partners with clients in order to understand their unique needs and provide insights and investment solutions tailored to their long-term goals. Assets under management (“AUM”) of affiliated entities measured as of June 30, 2026, are $1,525.1 billion (€1,334.0 billion). AUM, as reported, may include notional assets, assets serviced, gross assets, assets of minority-owned affiliated entities and other types of non-regulatory AUM managed or serviced by firms affiliated with Natixis Investment Managers. For important social media community guidelines, please visit https://www.im.natixis.com/en-us/site-information/social-media-guidelines. *Survey respondents and publicly available data ranked by Investment & Pensions Europe/Top 500 Asset Managers 2026 ranked Natixis Investment Managers as the 21st largest asset manager in the world based on assets under management as of December 31, 2025
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